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Technology

What's New

Stay up to date with the latest platform enhancements, feature releases, and performance improvements across QDS

Discover more below

Document Hierarchy

Document Hierarchy

Track all related documents together

Track all related documents together

We’ve introduced a structure for related documents, giving you a single view to understand how your documents connect and track additional associated documents (e.g. amendments and supplements).

New and Improved Task Manager

New and Improved Task Manager

Manage your tasks and obligations more efficiently

Manage your tasks and obligations more efficiently

Task manager has been expanded so you can better track and act on deliverable obligations across all of your contracts and reports.

Tasks now move through clear status columns, so you can see exactly where everything stands at a glance.

Report Page Update

Report Page Update

New and improved report page

New and improved report page

Orange clouds drift in a soft, hazy sky.
Orange clouds drift in a soft, hazy sky.

We’re excited to share that a redesigned Reporting page is rolling out in QDS. The updated Reporting page is designed to help you find what you need faster and stay focused while reviewing reports. You’ll notice:

  • Faster load times and improved performance

  • Clearer organization across reports and terms

  • A cleaner layout that reduces visual clutter

  • Streamlined navigation between reports, terms, and details

Relationship Manager

Relationship Manager

Introducing a CRM for your counterparty relationships

Introducing a CRM for your counterparty relationships

  • Access all relationships, create new ones, and see whether each one is Active, a Prospect, or Inactive based on their agreements in QDS.

  • Use the relationship manager to track contact information, agreements with each relationship, and add custom information.

  • View all information right from the dashboard by clicking on a counterparty name. 

  • ​​​Leave notes or attach files while doing research

AI-Powered Contract Management

for Investment Firms &

Financial Institutions

Phone: (646) 688-3626

AI-Powered Contract Management

for Investment Firms &

Financial Institutions

Phone: (646) 688-3626

AI-Powered Contract Management

for Investment Firms &

Financial Institutions

Phone: (646) 688-3626